Annual financial disclosure for 2013, filed May 15, 2013. Includes 21 assets and 4 liabilities.
| Asset | Value |
|---|---|
1426 G ST SE Washington, DC, US | $500,001 - $1,000,000 |
3057 Hunrichs Way San Diego, CA, US | $500,001 - $1,000,000 |
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo Mortgage | mortgage | $100,001 - $250,000 |
| Wells Fargo Mortgage | mortgage | $250,001 - $500,000 |
| Wells Fargo Mortgage | mortgage |
Baird Global Allocation Institutional | $1,000,001 - $5,000,000 |
First Eagle Global - Class I | $1,001 - $15,000 |
Ivy Asset Strategy - Class I | $1,001 - $15,000 |
Templeton Global Bond Adv | $1,001 - $15,000 |
Blackrock Global Allocation Institutional Shares | N/A |
First Eagle Global - Class I | $15,001 - $50,000 |
Ivy Asset Strategy - Class I | $15,001 - $50,000 |
Templeton Global Bond Adv | $50,001 - $100,000 |
American Funds Fundamental Investors - A | $1,001 - $15,000 |
American Funds New World - A | $1,001 - $15,000 |
Bank Deposit Sweep - Wells Fargo Bank FDIC | $15,001 - $50,000 |
American Funds Fundamental Investors - Class A | $50,001 - $100,000 |
Thornburg Income Builder - Class I | $1,001 - $15,000 |
Thornburg Income Builder - Class I | $15,001 - $50,000 |
Ivy Asset Strategy - C | $50,001 - $100,000 |
Mutual Global Discovery - A | $15,001 - $50,000 |
American Funds New World - A | $1,001 - $15,000 |
Templeton Global Bond - A | $15,001 - $50,000 |
Thornburg Investment Income Builder - C | $15,001 - $50,000 |
| $250,001 - $500,000 |
| ACS | student loan | $10,001 - $15,000 |